Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (HYDB)

200 + Investors. Track Smart Money conviction in HYDB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — HYDB

Based on 200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HYDB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
200 funds currently hold this stock — 87% of the 3.0-year high of 229 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold HYDB compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

106 buying119 selling
Last quarter: 119 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 27 → 35 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 34% long-term, 24% new

■ 34% conviction (2yr+) ■ 41% medium ■ 24% new
Of the 200 current holders: 69 (34%) held >2 years, 82 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~27 new funds/quarter

90 → 36 → 27 → 35 → 27 new funds/Q
New funds entering each quarter: 36 → 27 → 35 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 40% new entrants

■ 27% veterans ■ 32% 1-2yr ■ 40% new
Of 200 current holders: 54 (27%) held 2+ years, 65 held 1–2 years, 81 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
13 of 200 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HYDB

How many hedge funds hold HYDB — quarterly history vs. share price
Quarterly hedge fund ownership of HYDB vs. share price

Market Analysis: HYDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYDB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 5 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: HYDB
2026 Q1 Stats Unlock in 20 days 200 + Investors

Track Smart Money conviction in HYDB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 200 218 -8.26%
13F Shares 23M 25M -6.83%
Total Value $1.10B $1.19B -7.73%
New Positions 27 35 -8
Increased Positions 79 111 -32
Closed Positions 45 21 +24
Reduced Positions 74 49 +25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYDB

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYDB. Verified SEC 13F-HR filings.

Top 25 institutional holders of HYDB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyd Wealth Management, LLC 5.67% 288,504 $13.4M
2 COTTONWOOD CAPITAL ADVISORS, LLC 4.40% 134,104 $6.2M
3 TL Private Wealth 4.19% 226,924 $10.6M
4 Arch Global Advisors, LLC 3.31% 136,339 $6.3M
5 Outlook Wealth Advisors, LLC 2.78% 247,330 $11.5M
6 Capital Investment Counsel, LLC 2.73% 428,189 $19.9M
7 BEACON FINANCIAL PLANNING, INC 1.90% 105,420 $4.9M
8 RETIREMENT PLANNING GROUP, LLC / NY 1.68% 56,020 $2.6M
9 TFB Advisors LLC 1.15% 47,162 $2.2M
10 SEAMOUNT FINANCIAL GROUP INC 0.60% 28,669 $1.3M
11 Triad Wealth Partners, LLC 0.38% 101,890 $4.7M
12 Apollon Wealth Management, LLC 0.37% 484,187 $22.5M
13 RIVERCHASE WEALTH MANAGEMENT, LLC 0.37% 15,063 $701K
14 SOL Capital Management CO 0.33% 14,791 $681K
15 Cranbrook Wealth Management, LLC 0.31% 33,119 $1.5M
16 Armor Investment Advisors, LLC 0.28% 16,641 $774K
17 SAX WEALTH ADVISORS, LLC 0.23% 101,204 $4.8M
18 First Citizens Asset Management, Inc. 0.23% 13,661 $636K
19 Onyx Bridge Wealth Group LLC 0.21% 42,283 $2.0M
20 WATERSHED PRIVATE WEALTH LLC 0.20% 14,026 $652K
21 Apollon Financial, LLC 0.20% 30,621 $1.4M
22 Continuum Advisory, LLC 0.19% 41,882 $1.9M
23 Avior Wealth Management, LLC 0.16% 119,315 $5.6M
24 Oxinas Partners, LLC 0.13% 6,270 $292K
25 5T Wealth, LLC 0.12% 6,325 $294K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (HYDB)

What does the Smart Money Trend signal show for HYDB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYDB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HYDB?

More sellers than buyers — 47% buying: Last quarter: 119 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HYDB holders?

Strong quality — 30% AUM from major funds: 13 of 200 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HYDB?

Mixed — 34% long-term, 24% new: Of the 200 current holders: 69 (34%) held >2 years, 82 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.